CF
IXJ icon

Centaurus Financial’s iShares Global Healthcare ETF IXJ Stock Holding History

Centaurus Financial’s Portfolio IXJ Stock Details IXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,183
Closed -$101K – 780
2023
Q2 		$101K Buy
+1,183
New +$101K 0.01% 727
2018
Q3 		– Sell
-400
Closed -$23K – 1303
2018
Q2 		$23K Buy
+400
New +$22.6K ﹤0.01% 1210

Other funds holding IXJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Centaurus Financial's IXJ Position: Q3 2023 in Review

Centaurus Financial sold out of iShares Global Healthcare ETF (IXJ) in Q3 2023, closing a stake of 1,183 shares — an estimated $101K sold.

Centaurus Financial first reported a position in IXJ in Q2 2018 and held it in 2 quarters. The position peaked at $101K in Q2 2023. 267 funds tracked by Wall St. Rank hold IXJ as of Q3 2023.

  • Centaurus Financial reported no remaining iShares Global Healthcare ETF position as of Q3 2023 after selling out during the quarter.
  • Centaurus Financial sold 1,183 iShares Global Healthcare ETF shares in Q3 2023, an estimated $101K.
  • Centaurus Financial first reported a position in iShares Global Healthcare ETF in Q2 2018 and held it in 2 quarters.
  • Centaurus Financial's iShares Global Healthcare ETF position peaked at $101K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held iShares Global Healthcare ETF as of Q3 2023.

Based on Centaurus Financial's 13F filing for Q3 2023, filed 13 Nov 2023.